See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,216 | $165,335-82.3% | $149,696-80.5% | $158,922-81.6% |
| Participation rate | 9.1% | 84.6%-75.5pp | 82.5%-73.4pp | 82.0%-72.9pp |
| Annual return | 15.23% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $237 | $7,181-96.7% | $6,842-96.5% | $5,982-96.0% |
| Admin fee / account holder | $110 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |